Portfolio Optimisation in Excel If you would like a copy of the Excel spreadsheet containing the data and analysis below, feel free to contact Greg: Greg.m@capitalcitytraining.com It was in the summer that I blogged about my diversified portfolio – noting how my ‘random weighting’ might be as good as anything scientifically optimised, given that
Excel is a fabulous programme. You can easily use it just as a calculator and scratchpad, but it is also a fabulously intuitive programming language, that is dramatically easier to use (trust me on this) than languages like C sharp and python. For automating the office tasks it’s designed for, it is brilliant (have
With data volumes growing 50 times in the last decade, using visualisation to present information effectively has become a critical skill. If your staff lack this skill, they will drift like flotsam on a sea of big data. Your company will lose its message in the noise; the digital age will leave you behind; and
New Excel tools help investors see true value of funds Spreadsheet data extraction enables better fund holdings analysis – what you find might surprise you. When you buy an investment fund, do you know exactly what you are buying and whether it is cheap or expensive? It is seductive to see a graph of good
